Dasseti AI

Smart Docs for Investor Relations teams

Dasseti Smart Docs speeds up RFP, DDQ, and client responses by automating document interrogation, improving efficiency, consistency, and reducing response times.

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FEATURES

More of what Dasseti AI can do 

Smart Docs is complemented by a whole host of other AI features:

Prefill Templates:

Automatically fill RFPs and DDQs from previous responses, speeding up client interactions.

Smart Writer:

Turn draft notes into polished, professional responses suitable for investor communication.

Smart Summarization:

Condense lengthy responses for concise, clear messaging.

Chat with Doc:

Intuitively search a document to quickly locate precise information.

Ensuring consistent, accurate communication while reducing response times

Dasseti enhances the efficiency of Fund Manager Investor Relations teams by automating responses to RFPs, DDQs, and investor queries.

With our AI-powered platform, Dasseti helps teams manage high volumes of requests, ensuring consistent, accurate communication while reducing response times. This allows Investor Relations teams to focus more on building client relationships and supporting strategic growth, all while maintaining high-quality interactions.

Respond to DDQs and RFPs quickly and easily

When DDQs or RFPs come in, automate the first response draft with AI-powered Smart Response technology. Then take time to customize and approve.

Publish new data to every investor with a single click

Update information centrally and publish to all clients easily. Save hundreds of hours on manual updates.

Keep sensitive investor information safe

Share live data with LPs via secure investor portals. See who has accessed your information, and restrict where that can be shared.

Meet your investors where they are

Dasseti ENGAGE uses AI to flex data to fit investor templates, standard DDQs, consultant databases, or Word, Excel and Chrome documents.

Manage your IR headcount

Meet increasing DDQ and RFP volumes with Dasseti ENGAGE instead of new IR hires.

Provide consistent data to every investor

Ensure high quality communications, from every team, in every location, across every asset class.s.

Interact with investors in real time

Drive more insightful, valuable investor communications with secure sharing in investor portals.

Manage profiles and QA Bank data in one place

Use Dasseti ENGAGE to manage profiles and QA bank data or integrate with your exiting RFP software or QA bank and automate updates across all templates.

CLIENT CASE STUDIES

See how our clients use Dasseti ENGAGE

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FEG Investment Advisors

FEG Investment Advisors uses Dasseti COLLECT to gain visibility into diversity and inclusion metrics across the manager universe

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End to end, AI-powered RFP and DDQ response software designed exclusively for the investment sector

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